Zachary Pohlenz
Clayton Wealth Partners · Topeka, Kansas
Zachary Pohlenz is a fee-only financial advisor at Clayton Wealth Partners in Topeka, Kansas, who holds the CFP credential. Clayton Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clayton Wealth Partners |
|---|---|
| Based in | Topeka, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $909.8M across 1,876 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 6786389 |
| Exams passed | Series 66 (2019) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.claytonwealthpartners.com |
How Zachary's firm compares
- Clayton Wealth Partners's average account is about $485,000, from its Form ADV (assets managed divided by 1,876 accounts).
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Questions about Zachary
Is Zachary Pohlenz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Clayton Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Clayton Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Pohlenz based?
Zachary Pohlenz is based in Topeka, Kansas.
What credentials does Zachary Pohlenz hold?
Zachary Pohlenz holds the CFP credential.
Is Zachary Pohlenz registered with the SEC?
Yes. Zachary Pohlenz is registered as an investment adviser representative in KS and TX (CRD 6786389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clayton Wealth Partners manage?
Clayton Wealth Partners reports $909.8M across 1,876 accounts in assets under management.
How do I contact Zachary Pohlenz?
Through Zachary's website, www.claytonwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Topeka
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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